The Transatlantic Tax & Estate Planning Forum - 4th Annual

Daniel has gained extensive experience in providing US and UK personal tax compliance and advisory services, on a wide range of private client tax issues.

Daniel’s specialist focus is providing advice to individuals working in partnerships in the investment and alternative asset management industries, as well as providing advice on personal tax issues for expatriate employees. Daniel is a qualified Chartered Tax Adviser (CTA) and an Enrolled Agent (EA), enrolled to practice before the Internal Revenue Service in the US. He holds a Bachelor of Science (BSc) in Economics from University of Reading.

Awards and industry accolades:

• Gold Award – Accountant of the Year - Manager 5-10 years, Citywealth Future Leaders Award 2020

• Shortlisted – Mentor of the Year, Citywealth Future Leaders Award 2020

• Citywealth Future Leaders Top 100: 2020

• Citywealth Leaders List for 2023/24

• Citywealth NextGen Top 40 Under 40 2023

• Top recommended - Spear’s Magazine’s Tax & Trust Advisors Index 2023

Alexis specialises in providing advice to UK and international individuals, family offices and trustees on wealth structuring, estate planning and complex inheritance tax, income tax and capital gains tax planning.

Alexis understands the complications that almost inevitably arise when wealth crosses borders, particularly in the current political landscape of increasing transparency. Although Alexis enjoys navigating the nitty-gritty aspects of tax and succession law, she appreciates that many clients do not. Therefore she considers it a crucial part of her job to distil these complicated areas of law into straightforward, pragmatic advice.

Alexis recognises that clients with international wealth often require a collaborative team of professionals in multiple jurisdictions. Alexis has built up significant experience in acting for high net worth individuals and families, often alongside other advisers with whom she has developed strong working relationships. She understands the importance of managing the lines of communication between advisers to ensure that it is constructive and solution-focused.

Alexis works closely with colleagues from other areas of the firm, such as family or IP, when her clients need broader advice.

Frederick is a partner at London private client law firm Payne Hicks Beach. He advises a broad range of UK and international clients on personal tax and trust issues. His practice is focused on advising entrepreneurial, business families on long term structuring and succession planning (often through the use of trusts). A number of Frederick’s clients are UK resident non-domiciliaries, who he advises on UK tax, residence and asset structuring (including ‘pre-arrival planning’). Frederick’s offshore work has a particular focus on Scandinavia but he also advises clients from a number of other jurisdictions most notably those with a US connection. Consequently Frederick is used to working with advisors in multiple jurisdictions to coordinate consolidated advice for clients with international connections.

Stanley A. Barg, JD, LLM (Taxation), TEP, is a partner in the New York office of Kozusko Harris Duncan, where he practices tax law and estate planning, with a particular emphasis on planning for international families. He advises clients on matters pertaining to US income, estate and gift taxation, the establishment and maintenance of trusts, the structure of investments in the United States by non-US persons, expatriation from the US and related matters. Stan is a member of STEP’s Worldwide Council and is the former Chairman of STEP USA. He is also a Member of the American Bar Association, the International Bar Association, and the International Tax Planning Association. Stan is admitted to practice in New York, the District of Columbia and Pennsylvania, and is also qualified by the Israel Bar Association as a member licensed to practice in Israel as a foreign lawyer. Stan writes and speaks frequently in both national and international forums.

Jaime is a partner in the private client and tax team.

She advises on US and international tax and estate planning, particularly for families and trusts with US/UK cross-border concerns.

Jaime devotes a large part of her practice to advising individuals and families in relation to their philanthropic goals and charitable structuring for both individuals and non-profit organisations. She has extensive experience with the establishment and operation of US charitable vehicles, including those that form part of dual qualified charitable structures, which attract tax-efficient contributions from US persons outside the US. She also advises non-US charities in relation to US investments and fundraising.

Jaime frequently works with individuals seeking to renounce US citizenship or abandon long-term permanent residence in the US. She provides US tax compliance advice to individuals and assists them through the relevant IRS disclosure procedures, when necessary. In addition, she advises both individuals and entities on their FATCA obligations.

Joe Crome, CAP®, leads the American Donor Fund team, delivering a market leading philanthropy service for dual US/UK taxpayers.

In his dual role, Joe also leads CAF’s Business Development team, to drive growth and accelerate business development activities across our Giving and Impact Services.

Joe’s expertise specialises in charitable grant-making regulations in the UK and US, donating complex assets, philanthropy advice for individuals and families, and anti-money laundering and related due diligence pertaining to charitable donations.

Joe has completed the Chartered Advisor in Philanthropy designation with the American College of Financial Services, the only adviser working in the UK to have done so.

Suzanne is a US/international private client and philanthropy lawyer based in London. She is admitted to practice law in the State of New York. She is a member of the Society of Trusts and Estates Practitioners, the International Bar Association, the New York State Bar Association, the American Bar Association, Philanthropy Impact and the Council on Foundations.

I’m a Senior Manager in the Private Client division, specialising in US Tax and International Tax. I hold over ten years of experience, advising in these areas, which enables me to support SRLV’s diverse range of music, entertainment and owner managed businesses clients.

From successful professionals to family offices, trusts and non-domiciles, my clients have global work and investment interests, which require wide-ranging tax compliance and advisory support. My US tax speciality affords a particular understanding of the intricacies of cross-border tax obligations -such as residency movements, overseas working and entity structuring. I also provide clients with business consulting support, as well as advice on personal and international tax, trusts and other issues associated with non-domiciles, as many live abroad or have interests outside the UK.

With complex business interests, a major part of my role is ensuring that clients’ affairs are tax-optimised, together with a highly personalised approach to long-term planning. It is hugely satisfying to help clients to see through the ‘fog’ of any potential issues, and to implement practical solutions that achieve the most favourable outcomes for them.

Providing these carefully considered options, and a balanced, objective view, builds a relationship of trust, as clients manage an on-going and wide range of new challenges and potential opportunities.

Justin Zaremby is a Partner in the firm's Tax-Exempt Organizations department where he represents a wide range of public charities and private foundations. 

His clients include universities, museums and other cultural institutions; artist endowed and family foundations; donor-advised funds; human rights organizations; business leagues; social clubs and other tax-exempt entities. Mr. Zaremby acts as counsel to his clients on all aspects of their operations and management, providing strategic support at each critical stage of operation—from formation to expansion, from strategic planning to restructuring, and from ongoing compliance to crisis management.

Mr. Zaremby has significant experience advising tax-exempt organizations in connection with corporate governance, transformational charitable giving, commercially driven mission activities, unrelated business income tax issues, compensation, modification of endowed funds through cy pres proceedings, investment management, and other state and federal regulatory matters. He helps organizations respond to regulatory oversight from the New York State Attorney General and has extensive experience counseling boards in crisis.

Liz Palmer provides clients with comprehensive, commercial, and tax-driven private wealth planning advice to achieve succession without dispute. She leads the Private Wealth sector and Private Client and Family teams.

Liz advises wealthy families, entrepreneurs, and property investors on inheritance tax mitigation and the effective devolution of family wealth. She has particular expertise acting for non-UK resident/domiciled individuals and specialises in the creation of off shore trusts and complex asset structuring for high-net-worth individuals.

Her practice regularly involves cross-border succession planning for international clients who have personal and business assets all over the world. Her expertise extends to dealing with complexities of digital estates.

Liz deals with all forms of inheritance tax and capital gains tax planning and also advises on wills and estate planning particularly for clients with interests and connections with the US.She has significant experience advising clients about succession, protection of  family businesses and devising family governance. Liz is a solicitor and chartered tax adviser (member of Chartered Institute of Taxation).

Chris has practised US tax law in London since graduating law school in 2007. Throughout his career, Chris has represented high net worth families and their advisors on US federal income, estate and gift tax issues. He has significant experience in integrated US/UK estate and tax planning.

Chris has extensive experience advising on the relinquishment of US citizenship (and the abandonment of green cards). He has written frequently about this issue and has been featured in the Wall Street Journal, the Telegraph, CNN Money, CNBC and other publications.

In addition, Chris advises non-compliant US taxpayers, whether they are on the receiving end of an IRS notice or seeking to become compliant through an amnesty program such as the IRS Streamlined Procedures or voluntary disclosure program.

Thomas Giordano-Lascari is a Partner in the Private Client Services Group with nearly two decades of experience in advising high-net-worth individuals and closely-held businesses with international income tax and estate planning issues.

Highly regarded for his expertise in representing global families with footprints in multiple jurisdictions, Thomas assists clients in structuring their worldwide assets to maximize family objectives and minimize income and transfer taxes. Thomas frequently aids clients with pre-immigration planning, foreign investments in the United States, U.S. residency planning and management, and expatriation planning. He frequently provides sought-after guidance on foreign trusts to foreign fiduciaries, U.S. beneficiaries, and grantors, addressing compliance obligations and tax consequences.

Thomas is Chair of the Los Angeles Chapter of the Society of Trust & Estate Practitioners (STEP) and is listed in the Private Client Global Elite Directory, a list of elite professionals around the world. He also frequently speaks on international tax legislation and tax strategies relating to foreign trusts, outbound planning, and global intangible low-taxed income (GILTI) inclusions, among other international income tax and estate planning topics. 

Holly joined Buzzacott in 2012 and is a Partner in our Expatriate Tax Services team

Holly works with a wide range of clients including pension advisers, individuals and trustees. Her typical client tends to be American citizens residing in the UK. Holly provides both US and UK tax return compliance and also offers bespoke tax advice to US and non UK domiciled individuals. 

Holly also specialises in planning and advice solutions for US persons with non-US pensions, shareholders of controlled foreign corporations and US owners/beneficiaries of non-US trusts.

She is a Chartered Tax Advisor (CIOT) and Enrolled Agent (EA), so is able to represent taxpayers before the Internal Revenue Service (IRS).

Outside of work, Holly enjoys keeping fit and travelling.

Brad is an experienced US international tax, trusts and estates lawyer.  He has practiced in London since 2006 and primarily represents high net worth individuals and families who have connections to the United States.  His client base spans the United States, the United Kingdom, Continental Europe, the Middle East and Asia.  He is a frequent presenter and regularly works with non-US lawyers and other professionals on cross-border and multijurisdictional tax, trust and estate planning matters. His practice predominately focuses on international wealth transfer planning and structuring, tax controversy, compliance and penalty mitigation and tax related issues that stem from these areas. 

Diana leads the firm’s immigration practice, which covers all aspects of UK and US immigration and nationality law.

She focuses primarily on US immigration and nationality law, working with individual talent and with talent groups, helping them to obtain the required visas to enter the US for filming or performing. Diana advises start-up sand established businesses expanding into the US or growing their US presence or workforce. She also acts for entrepreneurs, seeking to start businesses in the US, investors aiming to apply for “green cards” under the investment schemes, and individuals seeking to self-petition for permanent residency in the US based on extraordinary abilities or national interest waivers.

Diana advises individuals requiring complex waivers of inadmissibility based on previous criminal record, as well as individuals seeking family-based immigrant and non-immigrant visas and other immigration benefits or wishing to acquire or lose US citizenship. 

Diana has a wide range of clients, including traditional and contemporary talent, start-ups, owned and managed businesses, large multinational corporations, entrepreneurs, and high-net-worth individuals.

Active member of and a frequent speaker at the American Immigration Lawyers Association (AILA), Diana regularly volunteers her time on AILA committees, having chaired two recent biennial AILA RDC/EMEA London conferences. Before starting her career as an immigration lawyer, worked for a number of years working as an international lawyer. 

Prior to joining Clintons, Diana headed the US immigration practice at a full-service City law firm, having practised immigration law at firms in London and in the US.

Diana qualified as a US attorney in the state of New York in 2009, and as a solicitor in England and Wales in 2014.

Josh has spent his professional career focusing on trust and estate taxation for the international market in and out of London. Being dual-qualified in the US and UK as well as an affiliate STEP member, Josh is uniquely placed to deal with complex fact patterns.

Josh has a heavy focus on clients with a connection to the US and is well known for advising US and international families on their succession strategy whilst also assisting with all the families reporting obligations across both jurisdictions.

Josh leads the trust and estate offering at OSCO and has spent his career building strong relationships with similarly focused advisors and trustees. Josh’s experience and network allows him to confront and resolve the unique cases posed by clients with international complexities.

Given his estate focus, Josh takes a long-term view with clients to ensure efficiencies are managed from the outset whilst keeping a close eye on tax policy to align and update planning where necessary. Josh believes building long-term relationships is essential to effectively managing the tax and compliance of families, their trusts, estates, and succession plans.

Josh lives in the Kent countryside with his wife and has recently become a father, which the dogs and cats are still coming to terms with.

John Bull is a Chartered Tax Advisor and joined Blick Rothenberg in August 2016. Just two years later he was promoted to partner. John has over 13 years’ experience as a personal tax advisor, specialising in advising private clients on their US/UK personal tax issues.

Patrick is a Partner in Mishcon Private. A market leading international private client lawyer who has worked in Dublin, London and New York, Patrick specialises in cross border tax advice with a particular focus on US-UK and UK-Irish tax, trust and estate planning and UK resident non-domiciled tax planning. 

His wide range of clients include high profile individuals, family offices and hedge funds spanning the UK and Ireland, the US and Latin America. He has a particular expertise in the use of family partnerships and family investment companies as a tax efficient wealth holding vehicle. 

Patrick has been consistently ranked by the private wealth industry and professional directories as a leading expert in tax law. He is a Chartered Tax Adviser, an International Fellow of the American College of Trust and Estate Counsel (“ACTEC”) and in November 2019 he was admitted as an Academician of The International Academy of Estate and Trust Lawyers.  

He is a STEP member and lectures on International Estate Planning at the STEP/Irish Law Society Diploma Course on Trust and Estate Planning. 

Michael has over 27 years of experience in advising on US and UK private client tax issues.

He provides advice across a broad spectrum of areas including: US and UK interaction on personal income, capital and social security taxes, US gift and estate taxes, UK inheritance tax, and tax-efficient charitable planning.

Michael is a qualified Chartered Tax Adviser (CTA), a US Enrolled Agent (EA) and a STEP Trust and Estate Practitioner (TEP). Michael won Accountant of the Year in Citywealth’s Magic Circle 2021 Awards.

He holds a Bachelor of Arts (B.A.) in Politics from University of Warwick.

How Michael is building a better working world

Michael has a passion for philanthropy, in terms of personal fund raising via sponsored cycle events, through to his focus on pushing for a reform of the tax system to help develop a bigger culture of giving in the UK. Michael is an avid supporter of donor-advised funds, and speaks regularly on their tax benefits, and how they help energise family gifting. He believes strongly that the tax system should be reformed to encourage more innovative gifting arrangements.